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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,993 | $42,909-30.1% | $60,906-50.8% | $68,486-56.2% |
| Participation rate | 82.2% | 66.8%+15.4pp | 73.1%+9.1pp | 67.9%+14.3pp |
| Annual return | -13.86% | -13.99%+0.1pp | 16.94%-30.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $635 | $1,979-67.9% | $2,703-76.5% | $2,597-75.5% |
| Participant deferral / active EE | $1,464 | $2,866-48.9% | $3,814-61.6% | $4,028-63.7% |
| Admin fee / account holder | $3,540 | $3,104+14.0% | $3,227+9.7% | $5,404-34.5% |